WW

Westshore Wealth, LLC

13F
Westshore Wealth, LLC
Last update 2025-07-10 96 Stocks (7 new)
Value $261.00 Mil Turnover 4 %
Countries:
Top Holdings: SPY(24.90%)LQD(10.25%)IWD(7.43%)IWF(7.31%)IWM(4.97%)
Summary Stock Picks Current Portfolio
Westshore Wealth, LLC Top Holdings of 2025-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
SPY
SPDR S&P 500 ETF Trust
105,072
64,919.0
-1.56%
24.900
-0.39%
0.010
+16.39%
+8.89%
654,583.2
 
LQD
iShares iBoxx USD Investment Grade Corporate Bond ETF
iShares iBoxx USD Investment Grade Corporate Bond ETF
243,851
26,728.5
+3.97%
10.250
+0.39%
0.090
+2.29%
+4.01%
27,171.4
 
IWD
iShares Russell 1000 Value ETF
99,783
19,380.8
-1.39%
7.430
-0.11%
0.030
+9.68%
+7.12%
62,777.8
 
IWF
iShares Russell 1000 Growth ETF
44,896
19,062.0
-1.59%
7.310
-0.11%
0.020
+21.84%
+9.03%
114,323.5
 
IWM
iShares Russell 2000 ETF
60,044
12,957.0
-0.19%
4.970
-0.01%
0.020
+15.20%
+1.17%
64,783.6
 
UPS
United Parcel Service Inc
91,270
9,212.8
0%
3.530
0%
0.010
+5.35%
-16.17%
86,822.2
Transportation
VGLT
Vanguard Long-Term Government Bond ETF
Vanguard Long-Term Government Bond ETF
162,530
9,121.2
+4.00%
3.500
+0.13%
0.090
-1.15%
+1.15%
9,752.8
 
GOVT
iShares U.S. Treasury Bond ETF
373,706
8,587.8
+2.79%
3.290
+0.09%
0.030
+0.34%
+0.69%
27,437.8
 
NVDA
NVIDIA Corp
48,167
7,610.0
-0.56%
2.920
-0.01%
0.000
+63.25%
+29.40%
4,237,094.2
Semiconductors
IWR
iShares Russell Mid-Cap ETF
69,381
6,380.9
+0.89%
2.450
+0.02%
0.010
+13.94%
+7.80%
43,536.1
 

Westshore Wealth, LLC's Historical Top Holdings Breakdowns

Westshore Wealth, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
VOO
Vanguard S&P 500 ETF
2025-06-30
Add
Add
+0.96%
●
456.74 ($525.37) 568.03
$583.26
11.02%
Add 101.79%
8,697
4,387
LQD
iShares iBoxx USD Investment Grade Corporate Bond ETF
iShares iBoxx USD Investment Grade Corporate Bond ETF
2025-06-30
Add
Add
+0.39%
●
105.23 ($107.33) 109.61
$108.64
1.22%
Add 3.97%
243,851
9,316
SPY
SPDR S&P 500 ETF Trust
2025-06-30
Reduce
Reduce
-0.39%
●
496.48 ($571.44) 617.85
$634.42
11.02%
Reduce -1.56%
105,072
-1,665
VTWO
Vanguard Russell 2000 Index Fund
2025-06-30
Add
Add
+0.35%
●
70.56 ($81.33) 87.22
$90.39
11.14%
Add 157.46%
17,175
10,504
VONG
Vanguard Russell 1000 Growth Index Fund
Vanguard Russell 1000 Growth Index Fund
2025-06-30
Add
Add
+0.33%
●
82.51 ($98.34) 109.2
$112.67
14.57%
Add 158.05%
12,980
7,950
VONV
Vanguard Russell 1000 Value Index Fund
Vanguard Russell 1000 Value Index Fund
2025-06-30
Add
Add
+0.31%
●
73.19 ($81.32) 85.21
$87.08
7.08%
Add 135.87%
16,518
9,515
GSEW
Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
2025-06-30
Add
Add
+0.26%
●
67.22 ($76.72) 81.54
$83.67
9.06%
Add 81.72%
18,136
8,156
MUB
iShares National Muni Bond ETF
2025-06-30
Add
Add
+0.13%
●
102.31 ($103.99) 105.8
$103.49
-0.48%
Add 68.18%
8,278
3,356
VGLT
Vanguard Long-Term Government Bond ETF
Vanguard Long-Term Government Bond ETF
2025-06-30
Add
Add
+0.13%
●
53.54 ($55.47) 58.71
$54.79
-1.23%
Add 4%
162,530
6,248
SLB
SLB
2025-06-30
Sold Out
Sold Out
-0.12%
●
31.95 ($34.8) 42.2
$35.24
1.26%
Sold Out
0
-6,518

Westshore Wealth, LLC Total Holding History ($B)

To

Westshore Wealth, LLC's Asset Allocation

To

Westshore Wealth, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Westshore Wealth, LLC's Hypothetical Growth since 2025-06-30

Westshore Wealth, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Westshore Wealth, LLC's Holdings Heat Map

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Westshore Wealth, LLC's Holdings Bubble Chart

Westshore Wealth, LLC News

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